+1,716.3%
KKR vs ATI
+383.2%
+1,333.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.3% | -1.4% |
| 7D | -0.6% | +3.2% | -3.8% | -1.6% |
| 30D | +3.0% | -9.0% | +12.0% | +5.8% |
| 3M | +13.6% | +15.1% | -1.4% | +8.0% |
| 6M | +16.2% | +38.1% | -21.9% | +3.6% |
| YTD | -16.6% | +80.7% | -97.2% | -31.9% |
| 1Y | -23.2% | +167.5% | -190.7% | -44.9% |
| 3Y | +71.7% | +366.0% | -294.3% | +1.4% |
| 5Y | +74.8% | +1,088.8% | -1,013.9% | -24.1% |
| 10Y | +711.6% | +1,055.0% | -343.4% | +192.3% |
| All | +1,716.3% | +383.2% | +1,333.1% | +665.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ATI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling